small and medium business (smb)
95 TopicsAllow administrators to configure default field selection for Word Templates
Description When creating a new Word Template in Business Central, the default field selection is currently based on field type. Text fields and primary key fields are included by default, while many other useful fields are excluded. This creates extra work for users because important business fields such as: Post Code Country/Region Code Currency Code Payment Terms Code Shipment Method Code Salesperson Code must be manually selected every time a new Word Template is created. The challenge is that even if a Word document already contains merge fields for these values, the fields are unavailable unless they are explicitly selected in the template setup. As a result, organizations must repeatedly perform the same field selection for every new template. Suggested improvement Provide a page where administrators can configure default Word Template fields per table. Example: Table Default included fields Customer Post Code, Country/Region Code, E-Mail Contact Post Code, Mobile Phone No., Country/Region Code Vendor Post Code, Payment Terms Code This would: Reduce repetitive configuration work. Ensure consistency across templates. Improve usability for non-technical users. Reduce support questions about missing merge fields. The current behaviour could remain the default, while organizations could optionally define their own standard field selection. Business impact Organizations that use Word Templates extensively often create many templates over time. Repeatedly selecting the same fields for every template is time-consuming and error-prone. Central administration of default field selections would improve productivity and template consistency.33Views0likes0CommentsFrom Chaos to Clarity: How Microsoft 365 Copilot Helps SMBs Make Smarter Decisions
In today’s fast-paced business landscape, small and medium-sized businesses (SMBs) face a constant challenge: do more with less and do it faster. The pressure to innovate, respond to market shifts, and keep teams aligned is real. That’s why Microsoft 365 Copilot is more than just another productivity tool—it’s a strategic partner for SMBs looking to turn operational chaos into clarity.1.1KViews2likes1CommentIs it time to upgrade from Microsoft Office? Everything you need to know.
As a leader of a small or medium-sized business, you may have invested in Microsoft Office years ago through a perpetual license or “on-premises” version to equip your team with essential productivity apps like Word, Excel, and PowerPoint. Over the years, these familiar tools have become ingrained in your daily operations—so much so that you can't imagine working without them. Yet, you may have started noticing limitations. Your apps are stuck on your desktop, limiting productivity anytime you're away from your office. You can't easily access your files or collaborate when working remotely or traveling, creating unnecessary friction for your team. Perhaps you’ve seen your company’s IT expenses creep upwards as you’ve added separate solutions for email, file storage, and virtual meetings. If these challenges sound familiar, you might be considering upgrading to Microsoft 365 Microsoft 365 is a cloud-based subscription service that combines best-in-class productivity apps like Word, Excel, and PowerPoint with powerful collaboration, security, and AI-driven tools. With Microsoft 365, you keep the familiar apps your team already relies on, enhanced with the simplicity, flexibility, and security of the cloud. Empower employees to work from anywhere, meet and chat easily using Microsoft Teams, and collaborate in real-time across documents and apps. Boost your team's productivity with Copilot, your AI-powered assistant for work. Simplify IT and lower costs by consolidating email, storage, and productivity tools into one integrated solution while safeguarding your company’s data. Now is the perfect time to move to Microsoft 365—and we’ve got the numbers to prove it To examine the potential return on investment (ROI) companies realize by implementing Microsoft 365, Microsoft commissioned Forrester Consulting to conduct a study on The Total Economic Impact™ Of Microsoft 365 For Business 1 . The study highlights a substantial 223% ROI over three years, with a payback period of less than six months, proving that the initial investment is quickly recovered. Even more compelling, the study quantified over $500,000 in benefits over three years, driven by: Collaboration time savings of 1.5 hours weekly per user thanks to advanced communication tools, business automation, and process improvements. Enhanced IT specialist productivity, saving 686 hours annually by reducing help desks tickets and minimizing time spent on system updates and patching. Significant cost reductions, with over $297,000 in savings from retiring outdated hardware and software, along with lower IT maintenance costs. The study also highlighted notable unquantified benefits, such as streamlined workflows through automation with Power Automate and improved decision-making with easy-to-use analytics in Power BI. These enhancements empower teams to reduce administrative overhead, focus on strategic tasks, and leverage data-driven insights, driving overall organizational efficiency and growth. Source: The Total Economic Impact™ Of Microsoft 365 For Business Get more out of the tools you use every day More flexibility. No longer are you limited to a single device; Microsoft 365 enables a user license to be used on up to five PCs, tablets, and mobile devices, empowering your team to stay productive wherever they work. Employees can even use their apps offline for up to 30 days, perfect for remote travel or locations with limited internet connectivity. More productivity. Always have the latest features in apps like Word, Excel, PowerPoint, and Teams—no need to buy new versions. Collaborate in real time with document sharing and coauthoring, while 1TB of OneDrive storage keeps files secure and accessible across devices. More security. Protect against phishing, malware, and spam with built-in security policies. Secure access with multi-factor authentication, single sign-on, and remote data wiping for lost or stolen devices. Safeguard business data while enabling AI-driven productivity with Microsoft Copilot. “I think the biggest value is collaboration capabilities. The ease of teams working and collaborating together has improved 100%. From a security standpoint, we have everything in the cloud, so it’s being backed up nightly. If we were unfortunately to get ransomware, we would have the capabilities to restore our information to the previous date. From a business continuity standpoint, it’s been good for us, and it will be good for us in the future.” –IT Director, Manufacturing and Materials interviewed for the Forrester study Time is running out for older versions of Office—here’s what you need to know If your business is still using Office 2016 or Office 2019, it is essential to plan your transition now. Support for these versions ends on October 14, 2025, after which Microsoft will no longer provide critical security updates or technical support. Continuing to use unsupported software can expose your organization to security vulnerabilities, compliance risks, and operational disruptions. Migrating to Microsoft 365 in advance will help safeguard your business, enhance productivity, and simplify IT management. Proactively upgrading now can help you transition seamlessly and mitigate potential risks—don't wait until the deadline approaches. Achieve more with Microsoft 365 Read The Total Economic Impact™ Of Microsoft 365 For Business and download the Infographic to explore the potential financial impact of Microsoft 365 on your business. To move to the cloud with Microsoft 365, purchase online or reach out to a Microsoft Cloud Solution Partner today. Footnote: 1. The Total Economic Impact™ Of Microsoft 365 for Business, a commissioned study conducted by Forrester Consulting on behalf of Microsoft, February 2025. Results are over three years for a composite organization based on interview customers.4.8KViews6likes6CommentsMac OS 26.7 and M365 Office Applications- upload block errors only on Office applications.
Mac OS 26.7 and M365 Office Applications- upload block errors only on Office applications. When making changes to an Office document like Excel &/or Word using M365 E5 license since September 19th, I have been getting a message stating "Upload blocked" in autosave, the file is being saved to a OneDrive connected services which has a capacity of 5 tb, having a total of about 860,000 items, about 3.2 TB, but the selected items to sync from the OneDrive application is about 180,000. This happens sporadically to only Office application files such as MS Word and Excel. The syncs in the bar menu of OneDrive all show sync and backed up with no errors. As per MS a M365 SharePoint library can hold 30 million items, and view is limited to 5000 items, and I have such libraries with about 20,000 items and I can access them online and have set views to show items in lists less than 5000. MS also states that OneDrive Business can sync up to 300,000 items only even if the capacity is 5 TB and the number of total items cannot exceed 300,000 items. (1) Does anyone know why a OneDrive storage which leases 5tb storage space can only keep 300,000 items, for it to function? (It’s pointless to lease 5tb and be restricted by number of items). (2) Sync is working for PDFs and screenshots but only Office applications are having problems syncing at times or saving with autosave with versions. When I researched with CoPilot Premium running several terminal commands it concluded it is a MS Office bug and MS Support cannot solve the problem despite opening several tickets. The agents as L1 will scope, then it goes to the backend team called “ Escalations” but there remains no solution for crippled services since past 11 days. OneDrive sync logs were provided as well as requested but no followup. (3) If these are hard limitations on M365 to save maximum of only 300,000 items has anyone considered any other cloud services to replace OneDrive for Business? Has anyone else experienced this in the past? Can anyone offer a solution for this? If OneDrive office applications are dysfunctional then how does one operate AI agents or any automation. Any questions please ask. Thank you.252Views0likes4CommentsExtreamly frustrated that I cannot get help for a serious problem
What the devil do I have to do to get help with a serious problem with the cloud for our non-profit business account for our small charity. I have 'lost' sight of a large number of documents from the cloud since we had to start paying for our subscription. After many chats with ai and emails and the problem being escalated I have now been told to go back to where I started at Non-profit support and put a support ticket in. Doesnt matter what machine I use, what browser I use, what network I use, I cannot get past the submit form page and keep getting an error message - this has been going on for weeks now. Ive tried ringing and the call keeps dropping while on hold - no one, no-one will call me about the problem and no one seems interested in dealing with the problem and its not just affecting me on our system either. Please will someone tell me how to get to a human for support without using an AI help system,230Views0likes1CommentLocked Out of Global Admin – Lost Authenticator – Case 2602060010000939 – Need Escalation
I am locked out of my Global Administrator account because my phone broke on February 5, 2026 and I no longer have access to Microsoft Authenticator. There is no alternative authentication method configured. Case ID: 2602060010000939. I contacted support on February 6 and the ticket was set as Severity C with an 8-hour response expectation. After several days, I have only received generic replies and no contact from an engineer. This account is critical for my business operations, and I have now been without access for five days. I understand it was my responsibility to maintain backup methods, but I urgently need help from Microsoft to recover access. Please contact me. Samuel LeoSolved557Views1like2CommentsAnnouncing the 2026 Microsoft 365 Community Conference Keynotes
The Microsoft 365 Community Conference returns to Orlando this April, bringing together thousands of builders, innovators, creators, communicators, admins, architects, MVPs, and product makers for three unforgettable days of learning and community. This year’s theme, “A Beacon for Builders, Innovators & Icons of Intelligent Work,” celebrates the people shaping the AI‑powered future — and the keynote lineup reflects exactly that. These leaders will set the tone for our biggest, boldest M365 Community Conference. Below is your first look at the official 2026 keynote order and what to expect from each session. Opening Keynote Jeff Teper — President, Microsoft 365 Collaborative Apps & Platforms Building for the future: Microsoft 365, Agents and AI, what's new and what's next Join Jeff Teper, to discover how AI-powered innovation across Copilot, Teams, and SharePoint is reshaping how people communicate, create, and work together. This session highlights what’s new, what’s fundamentally different, and why thoughtful design continues to matter. See the latest advances in AI and agents, gain insight into where collaboration is headed, and learn why Microsoft is the company to continue to bet on when it comes to building what’s next. Expect: New breakthroughs in collaboration powered by AI and agents Fresh innovations across Teams, Copilot, and SharePoint Practical guidance on how design continues to shape effective teamwork Real world demos that show how AI is transforming communication and content Insight into what is new, what is changing, and what is coming next Business Apps & Agents Keynote Ryan Cunningham — Corporate Vice President, Power Platform In this keynote, Ryan Cunningham will share how Microsoft 365 Copilot, Copilot Studio, Power Apps, and Agent 365 come together to help makers build powerful agents and help IT teams deploy and govern them at scale. We’ll share how organizations can design, extend, and govern a new model for the intelligent workplace – connecting data, workflows, and systems into intelligent agents that move work forward. Copilot, apps, and agents: the next platform shift for Microsoft 365 Microsoft 365 Copilot has changed how we interact with software. Now AI agents are changing how work gets done – moving from responding to prompts to taking action, across the tools and data your organization already relies on. Expect: A clear explanation of how to leverage and build with Copilot and agents How agents access data, use tools, and complete multi-step work A deeper look at the latest capabilities across Microsoft 365 Copilot, Copilot Studio, and Power Apps End-to-end demos of agents in action Security, Trust & Responsible AI Keynote Vasu Jakkal — Corporate Vice President, Microsoft Security & Rohan Kumar — Corporate Vice President, Microsoft Security, Purview & Trust In our third keynote, Vasu Jakkal and Rohan Kumar join forces to address one of the most urgent topics of the AI era: trust and security at scale. As organizations accelerate into AI‑powered work, safeguarding identities, data, compliance, and governance is mission‑critical. Securing AI: Building Trust in the Era of AI Join Vasu Jakkal and Rohan Kumar as they unveil Microsoft’s vision for securing the new frontier of AI—showing how frontier firms are protecting their data, identities, and models amid rapid AI adoption. This session highlights how Microsoft is embedding security and governance into every layer of our AI platforms and unifying Purview, Defender, Entra, and Security Copilot to defend against threats like prompt injection, model tampering, and shadow AI. You’ll see how built-in protections across Microsoft 365 enable responsible, compliant AI innovation, and gain practical guidance to strengthen your own security posture as AI transforms the way everyone works. Expect: Microsoft's unified approach to secure AI transformation Forward‑looking insights across Security, Purview & Trust Guidance for building safe, responsible AI environments How to protect innovation without slowing momentum Future of Work Fireside Keynote Dr. Jaime Teevan — Chief Scientist & Technical Fellow, Microsoft Dr. Jaime Teevan, one of the foremost thought leaders on AI, productivity, and how work is evolving. In this intimate fireside‑style session, she’ll share research, real‑world insights, and Microsoft’s learnings from being both the maker and the first customer of the AI‑powered workplace. Expect: Insights from decades of workplace research The human side of AI transformation Practical guidance for leaders, creators, and practitioners Why collaboration is essential to unlock the true potential of AI. Community Closer Keynote Karuana Gatimu - Director, Microsoft Customer Advocacy Group & Heather Cook - Principal PM, MIcrosoft Customer Advocacy Group From Momentum to Movement: Where Community Goes Next As the final moments of Microsoft 365 Community Conference come to a close, Heather Cook and Karuana Gatimu invite the community to pause, reflect, and look forward together. This Community Closer keynote connects the breakthroughs, conversations, and shared experiences of the week into a bigger story—one about people, purpose, and progress. Together, they’ll explore how community transforms technology into impact, how advocates and builders shape what’s next across Microsoft 365, and why this moment matters more than ever. More than a recap, this session is a call to action—challenging attendees to take the energy of the conference back to their teams, regions, and communities, and turn inspiration into sustained momentum. You’ll leave not just with ideas, but with clarity, confidence, and a renewed sense of belonging—because community doesn’t end when the conference does. It’s where the real work begins. More Than Keynotes: Why You’ll Want to Be in Orlando The M365 Community Conference brings together: 200+ sessions and breakouts 21 hands‑on workshops 200+ Microsoft engineers and product leaders onsite The Microsoft Innovation Hub Ask the Experts, Meet & Greets, and Community Studio Women in Tech & Allies Luncheon SharePoint’s 25th Anniversary Celebration And an epic attendee party at Universal’s Islands of Adventure Whether you create, deploy, secure, govern, design, or lead with Microsoft 365 — this is your community, and this is your moment. Join Us for the Microsoft 365 Community Conference April 21–23, 2026 Loews Sapphire Falls & Loews Royal Pacific 👉 Register now: https://aka.ms/M365Con26 Use the SAVE150 code for $150USD off current pricing Come be part of the global community building the future of intelligent work.4.3KViews3likes2Comments